Gemma Bates

My feedback

  1. 55 votes
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    4 comments  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
    Gemma Bates supported this idea  · 
  2. 26 votes
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    0 comments  ·  Customer Wishlist » Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
    Gemma Bates supported this idea  · 
  3. 475 votes
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    49 comments  ·  Customer Wishlist » Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for taking the time to comment and vote on this idea. Hearing about the kind of reports you’d like to be able to pull is really useful; we’ve been able to add a few popular reports, like the stock transactions report and the opportunity sub-rents report, based on your feedback.

    Right now lots of you are using custom views for reporting. They’re a great way of seeing and sorting the data in Current, and we’re working on some improvements to them that should address this idea directly.

    At the moment, custom views can be created in one module and can display and filter data that’s within that module. We’re strengthening custom views so that in future you’ll be able to access data from related modules.

    For example, from an opportunity custom view you’ll be able to access organization or opportunity item attributes. This should allow you to build some…

    Gemma Bates supported this idea  · 
    Gemma Bates commented  · 

    Just need to be able to see easily how much income has been generated by myself or other Project Managers over a specific time period.

  4. 35 votes
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    6 comments  ·  Customer Wishlist » Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
    Gemma Bates supported this idea  · 
  5. 121 votes
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    19 comments  ·  Customer Wishlist » Discussions  ·  Flag idea as inappropriate…  ·  Admin →
    Gemma Bates supported this idea  · 
  6. 237 votes
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    33 comments  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    Lots of folk are mentioning Stripe in the comments here. If we were to look at payment processing, would this be the preferred integration solution? Are there any others that haven’t been mentioned that we should check out?

    Remember that if you integrate with Xero or QuickBooks Online, these solutions integrate with a bunch of payment providers so you can post invoices across and process payments there.

    If you’re a developer or happy to work with a third party developer, we have an open API that’s included as part of your subscription. You can use the API to integrate Current with third party solutions, so may be able to develop an integration with a payment processor. Check out: What is the Current RMS API?

    Gemma Bates commented  · 

    Yes, please - this would be excellent functionality

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